Chuck’s career with AVZ Wealth Management began in 2007. He had already been with AVZ & Co., P.C. since 1984. As a CPA partner and financial advisor, Chuck helps people manage their money and reduce tax costs where possible. He has passed the FINRA Series 7 and FINRA Series 66 exams, allowing him to analyze each clients’ current situation in areas such as investment, retirement and education planning. He has also passed the New York State Life and Health Insurance licensing exams. He earned a Bachelor of Business Administration from Hofstra University in 1983.
Get to know Chuck –
How do you go beyond the numbers to help your clients?
I am a sounding board for all of my clients, their families and friends. I make myself available for them whenever questions come up and I find answers for them quickly.
Tell us about your family.
My wife, Karla and I have two daughters, Kristin and Lauren. We also have three dogs.
What are some of your favorite hobbies and interests?
I love boating and classic cars.
If you weren’t helping people at AVZ Wealth Management, what career would you have?
I’d be a pilot.
What is your favorite TV show?
It has to be Seinfeld.